Financial Advisor

Jeff Swope

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

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Phone:
(717)-735-0220
Fax:
(717)-735-0222
Cell:
(717)-203-4981
States Insurance Licensed:
PA
I help people make thoughtful insurance and investment decisions.
Protecting and growing your wealth are my primary objectives.
My staff and I communicate regularly to ensure that all of your needs are being met.
I create multi-generational relationships because legacy planning often involves conversations with clients' parents and children.
I use a patient, disciplined approach to understand your needs and provide tailored solutions to your specific financial situation.
During a consultative period we sit down together to assess your goals for the future, income and lifestyle expectations, and any major milestones that require financial planning.
After gathering the necessary information and analyzing it, I deliver a plan to achieve your goal.
Once you approve, we implement the plan, regularly monitor, and adjust as necessary.
I hold the CFP, CASL, ChFC, CLU, CMFC, and LUTCF designations which help me provide the best solutions for the people I work with.
I live in Strasburg, PA with my wife and two daughters.
An active member of my community, I am the Church Ministry Chairman of the Lancaster South Camp Gideons and I usher at the Lampeter Church of the Brethren.
In my spare time I enjoy camping, bicycling, hunting, and fishing.

Products I Offer

My Team

Learning Center

Highlighted Material

Retire with Confidence

Read the transcript

Indexed Universal Life Insurance: Help Meet Your Goals

Whether you’re planning for retirement, college, or a rainy day, it’s important to focus on the journey – not just the destination. To successfully plan for these milestones, it’s vital to figure out which tactics to use to reach your goal faster, safer or more effectively. One of the tactics many consider is life insurance […]

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Medicare Advantage vs. Medicare Supplement Insurance Policies – Which is Right for You?

Did you know that after you enroll in Medicare, there’s a few more steps to take? You still need to decide how you want to receive your Medicare benefits and whether you want to pay for additional coverage. Medicare (Part A and Part B) is where many people start, but this plan can leave you […]

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